See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,433 | $91,538-3.4% | $129,995-32.0% | $75,163+17.7% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 15.58% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $7,047 | $2,845+147.7% | $4,320+63.1% | $2,670+164.0% |
| Participant deferral / active EE | $6,155 | $4,341+41.8% | $5,820+5.7% | $4,125+49.2% |
| Admin fee / account holder | $6,256 | $6,790-7.9% | $10,614-41.1% | $5,651+10.7% |